Request for quote
If quotes are enabled in the Sales features configuration, an authorized buyer from a company can initiate the price negotiation process by requesting a quote from their shopping cart. If a buyer is not ready to submit a quote for negotiation, they can save it as a draft.
Customer quote request experience
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The customer logs in to their user account as a buyer with permission to request a quote.
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Adds the products to include in the quote to the shopping cart.
note tip TIP Customers can add a list of product SKUs to the cart more quickly by using Quick Order. -
Selects Request a Quote.
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In the Add your comment box, the customer enters a brief note to describe the request.
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Enters a Quote Name.
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If needed, attaches a supporting document or image to the quote:
- Selects Attach file.
- Chooses the file from their system.
By default, an attached file can be up to 2 MB, in any of the following file formats: DOC, DOCX, XLS, XLSX, PDF, TXT, JPG or JPEG, PNG.
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Creates and processes the quote:
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Sends the quote to the Seller by selecting Request a Quote.
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[1.5.0-beta capability]{class="badge informative" title="Available only for Beta program participants"} Saves the quote as a draft by selecting Save as Draft.
If the buyer saves the quote as a draft, the quote is available in My Quotes in
Draftstate. Draft quotes are not visible to the Seller until the Buyer sends them for review.
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